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SC&H Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

SC&H Financial Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.57M Buy
21,710
+46
+0.2% +$7.3K 0.47% 30
2026
Q1 		$3.09M Sell
21,664
-725
-3% -$108K 0.47% 30
2025
Q4 		$3.33M Sell
22,389
-321
-1% -$47.4K 0.52% 27
2025
Q3 		$3.31M Sell
22,710
-82
-0.4% -$11.5K 0.54% 26
2025
Q2 		$3.08M Buy
22,792
+1,579
+7% +$197K 0.53% 28
2025
Q1 		$2.59M Sell
21,213
-1,005
-5% -$130K 0.51% 30
2024
Q4 		$2.86M Sell
22,218
-166
-0.7% -$21.5K 0.59% 27
2024
Q3 		$2.81M Buy
22,384
+10
+0% +$1.21K 0.61% 27
2024
Q2 		$2.66M Sell
22,374
-230
-1% -$26.4K 0.65% 24
2024
Q1 		$2.61M Sell
22,604
-910
-4% -$99.8K 0.68% 24
2023
Q4 		$2.47M Buy
23,514
+36
+0.2% +$3.53K 0.71% 24
2023
Q3 		$2.21M Buy
23,478
+854
+4% +$83.9K 0.74% 24
2023
Q2 		$2.21M Buy
22,624
+131
+0.6% +$12.1K 0.73% 24
2023
Q1 		$2.04M Sell
22,493
-205
-0.9% -$18.2K 0.74% 26
2022
Q4 		$1.92M Sell
22,698
-89
-0.4% -$7.6K 0.8% 27
2022
Q3 		$1.81M Buy
22,787
+54
+0.2% +$4.78K 0.91% 22
2022
Q2 		$1.91M Sell
22,733
-2,101
-8% -$191K 0.89% 21
2022
Q1 		$2.51M Sell
24,834
-1,293
-5% -$129K 1.19% 19
2021
Q4 		$2.79M Buy
+26,127
New +$2.73M 1.54% 14

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

SC&H Financial Advisors's ITOT Position: Q2 2026 in Review

SC&H Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.21% in Q2 2026, buying an estimated $7.3K and bringing the position to 21,710 shares worth $3.57M. The position accounts for 0.47% of the portfolio, ranked #30.

SC&H Financial Advisors first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • SC&H Financial Advisors held 21,710 shares of iShares Core S&P Total US Stock Market ETF worth $3.57M as of Q2 2026.
  • SC&H Financial Advisors bought 46 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $7.3K.
  • iShares Core S&P Total US Stock Market ETF made up 0.47% of SC&H Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • SC&H Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.